Generate Merge Documents

This video provides a brief overview of generating merge documents.

When generating a merge document for one request, there is an option to efficiently upload it to the request. This also gives the option to make the document accessible to the applicant on their dashboard where they can then download it. Merge documents can be generated as a .pdf or Word file. In Scholarship Lifecycle Manager (SLM), merge documents can be generated on individual scholarships and can include file attachments specific to an opportunity. 

1. Navigate to the page from which the merge document will be generated.
   • This could be the Request Summary page or a submitted form for a request such as the submitted application form. 
2. Click Create Documents. 
3. Select the merge template File Name that will be used to generate the document.
   
   
   
4. Select the output File Type: Word or PDF. 
   • If the merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. Additional file uploads and request documents can be included with the document being generated if the PDF file type is selected.
   • Check the box next to Zip to download the document in a zipped file.
     
     
     
5. Complete the document creation using one of the options below. 

Option 1: Create Document and Attach to Request

Use this option to generate the document and upload it to the request in a single step.

1. Create Document and Attach to Request.
   
   
   
2. Enter a Description, check the box for Show Applicant this document to have the document accessible on the applicant's dashboard, and then click OK.
   • If the document is visible to the applicant, the description can be viewed.
     
     
     

Option 2: Create Document

Use this option to generate the document and download it to your computer. This may be useful if additional edits to the document are needed or to print it for the applicant.

1. Click Create Document.
   • The document will download to your computer.
     
     

Merge documents can be generated for multiple requests from the Requests & Decisions search page in either a Word or .pdf file. In SLM, merge documents can be generated on individual scholarships and can include file attachments specific to an opportunity.

1. Navigate to the Requests & Decisions search page and search for requests for which to generate merge documents. 
2. Check the box next to each request to include. 
3. Click Batch Actions, and then click Create Documents. 
4. Select the merge template File Name to use to generate the documents.
   
   
   
5. Select the output File Type: Word or PDF. 
   • If the merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. Additional file uploads and request documents can be included with the document being generated if the PDF file type is selected.
   • Check the box next to Zip to download the documents in a zipped file.
     • A zipped folder will download to your computer that contains individual Word or .pdf documents for each selected request.
   • If the Zip option is not selected, a single Word of .pdf file will download to your computer containing the generated merge document for each selected request with a page break between them. 
     
     
     
6. Click Create Document.
   
   
   

A document or zipped folder will download to your computer containing the generated merge documents for each selected request. 

Merge documents can be generated for multiple requests from a follow up workload page in either a Word or .pdf file. One document per request will be generated, not one document per submission. For example, if there are three follow ups from the same request on the Follow Ups Complete workload page and all three are selected when generating merge documents, a single document will be produced for the request.

1. Navigate to the follow up workload page from which to generate the merge documents.
2. Check the box next to each request to include.
   
   
3. Click Batch Actions, and then click Create Documents.
   
   
4. Select the merge template File Name to use to generate the documents.
   
 
5. Select the output File Type: Word or PDF. 
   • If the merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. Additional file uploads and request documents can be included with the document being generating if the PDF file type is selected.
   • Check the box next to Zip to download the documents in a zipped file.
     • A zipped folder will download to your computer that contains individual Word or .pdf documents for each selected request.
   • If the Zip option is not selected, a single Word or .pdf file will download to your computer containing the generated merge document for each selected request, with a page break between them.
     
     
     
6. Click Create Document.
   
   
   

A document or zipped folder will download to your computer containing the generated merge documents for each selected request.